- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

A cap on bankers’ bonuses would be lunacy

Beware of the European Parliament bearing gifts

Italian elections – no laughing matter - Coutts

The voice of anti-austerity was loud and clear in Italian elections, delivering the worst-case scenario – a likely hung parliament with no leading party able to put together a workable coalition.

Speed bumps ahead - BofA Merrill Lynch Global Research

The current crisis is distinct from previous crisis episodes because this crisis affects a large set of European countries that are highly integrated via trade and financial channels, and, because the magnitude of economic policies implemented is unpreced

End of the crisis? Guy Wagner, chief investment officer, Banque de Luxembourg

For nearly 40 years, governments in the majority of industrialised countries have conducted fiscal policies based on Keynesian principles: in times of economic contraction, they have increased public spending.

Value investing by Tim Price

Where is the wisdom we have lost in knowledge ?

Trains, Trade & Ore by Justin Urquhart Stewart

It was interesting to hear the French moaning about their trains for a change.

Beef, (Horse) or Salmon? Barry Norris, Argonaut Capital Partners

On the reasons he is invested in salmon, and the reasons the price of salmon will remain elevated

Positive Signs Resonate Worldwide in Early 2013 -RESEARCH

U.S. housing sales, retail sales and job numbers strengthening - Germany, Italy and Spain showing signs of economic improvement - Growth in China expected to exceed 7.5 per cent in 2013 - Canadian investors seeing better returns on equities

Coutts Wealth Watch - Currency weakness is a sign of strength

Currencies down = stock markets up

Value of money falls by two-thirds over the past 30 years - RESEARCH

£1 million in 1982 would provide the same spending power as £3 million today.

Global Businesses Look to 2013 with Renewed Confidence - FTI Consulting

FTI Consulting found that 77% of respondents are optimistic

Why HMRC could find itself out on the street trying to avoid the tax avoiders

And finally…. by George Bull

Coutts Wealth Watch - Sterling to take a further pounding

Sterling’s sharp fall has outstripped our bearish forecast for the year. And with UK policymakers indicating support for further weakness, we now see the pound falling further, to $1.48 by year end.

European Fixed Income Back to normal or back to stress? - Pioneer Investments

In our opinion the major risk right now for peripheral countries is political. We believe that the current increase in peripheral spreads is temporary and that the trend towards a normalization of financial conditions and structural reforms in the periph

Comment, Analysis & Research